Harbor Vertible Securities Fund Quote
| HICSX Fund | USD 11.48 0.15 1.32% |
PerformanceVery Weak
| Odds Of DistressLow
|
Harbor Convertible is trading at 11.48 as of the 25th of March 2025; that is 1.32 percent up since the beginning of the trading day. The fund's open price was 11.33. Harbor Convertible has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in a diversified portfolio of convertible securities. It invests primarily in U.S. dollar denominated securities, including those of foreign issuers however, the fund may invest in securities denominated in other currencies.. More on Harbor Vertible Securities
Moving together with Harbor Mutual Fund
Moving against Harbor Mutual Fund
Harbor Mutual Fund Highlights
| Fund Concentration | Harbor Funds, Convertibles Funds, Convertibles, Harbor, Convertibles, Convertibles (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Harbor Vertible Securities [HICSX] is traded in USA and was established 25th of March 2025. Harbor Convertible is listed under Harbor category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Harbor family. This fund currently has accumulated 36.47 M in assets under management (AUM) with no minimum investment requirementsHarbor Vertible Secu is currently producing year-to-date (YTD) return of 1.14% with the current yeild of 0.0%, while the total return for the last 3 years was 2.98%.
Check Harbor Convertible Probability Of Bankruptcy
Instrument Allocation
Harbor Vertible Secu Risk Profiles
| Mean Deviation | 0.6391 | |||
| Standard Deviation | 0.8063 | |||
| Variance | 0.6501 | |||
| Risk Adjusted Performance | (0.05) |
Harbor Convertible Against Markets
Other Information on Investing in Harbor Mutual Fund
Harbor Convertible financial ratios help investors to determine whether Harbor Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Harbor with respect to the benefits of owning Harbor Convertible security.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |